Customer Response Summit San Diego Manchester Grand Hyatt, San Diego Agenda Pre-Conference 8:30am-5:00pm ICMI Training 5:30pm-7:30pm Welcome Reception & Registration Agenda Main Conference 6:00am Run the Marina February 3-5th, 2014 Monday February 3rd, 2014 Day 1 Tuesday February 4th, 2014 Rise and Shine! Join us for a non-competitive, non-structured, scenic run along the beautiful Marina. Run/Walk/Jog- just come out and enjoy the sunshine of San Diego! 7:30am-8:15am Registration and Breakfast 8:15am-8:30am Conference Chair Remarks 8:30am-9:30am Keynote - Amazon’s Latest Customer Obsession — The Mayday Button • Learn about Amazon’s latest customer innovation: the all new “Mayday Button” on the Kindle Fire HDX • Hear about how Mayday helps Amazon bring support to the customer • Discover how Amazon uses the “working backwards” approach to deliver what customers want Amazon is certainly a company that is well-known for obsession over customers. With the ambitious mission of being “Earth’s Most Customer-Centric Company,” Amazon’s customer service team is at the heart of that effort. In this keynote, Tom Weiland, Amazon’s global vice president of customer service, will discuss how Amazon uses a “working backwards” approach to deliver what customers want. You’ll hear about Amazon’s latest innovation, the Mayday Button, which brings Amazon’s award-winning customer service directly to the customer on the Kindle Fire HDX tablet. With Mayday, customers can interact directly with a technical advisor on their device, using innovative video and screen-share technology. Mayday is the latest innovation from a company that continues to push the boundaries by inventing new ways to deliver world-class customer service. Tom Weiland Vice President of Global Customer Service Amazon 9:30am-10:30am Corporate Insights Panel Join us for an in-depth discussion with our Corporate Advisory Board as we explore the key findings from the 2013 Corporate Insights Study. The panel will discuss how the connected consumer and emerging channels have reshaped their service organizations through better measurement of strategic KPIs, new and revised processes, collaboration across the organization and much more. Our panelists will describe the impact of the connected consumer on their 2014 Customer Experience roadmaps and continued strategies for 2015. Panel continues on page 2 www.execsintheknow.com 1 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego Agenda digital roots Main Conference digital roots ™ Day 1 ™ Tuesday February 4th, 2014 Panel Moderator - Jason Wolcott President Digital Roots digital roots ™ digital roots Gregg E. Stallwood Senior Vice President, Customer Care HSN February 3-5th, 2014 ™ digital roots ™ digital roots ™ Janet Bailey Director, Customer Contact Operations Global and Americas Operations Starbucks Sally McMahon Vice President Channel Management SiriusXM 10:30am-11:00am Networking Break 11:00am-12:15pm Voice of the Customer Analytics in Action: Ready.. Set.. Enable… Go Maximizing customer satisfaction and increasing revenue, while minimizing the cost of delivering an outstanding customer experience, are top corporate objectives today. Learn how McKesson, America’s oldest and largest healthcare services company, went about driving results with speech analytics, including the initial call studies it performed to generate quick wins. Key • • • Take-Aways: Strategies that helped deliver excellence across McKesson including deep dive studies and the analytics enablement process Lessons learned: discussion of overall analytics strategy success factors and pitfalls with your peers in group breakout sessions Measurement techniques and associated metrics relevant to operations and customer experience professionals- at least one or two ideas you can use! Panel Moderator - Greg Sherry Vice President Marketing Verint Systems Dale Davis Contact Center Effectiveness McKesson www.execsintheknow.com 2 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego February 3-5th, 2014 Day 1 Agenda Main Conference 12:15pm-1:15pm Lunch 1:15pm-2:15pm hannel Preference Management and Learning to Identify Your C “Business Moments” Tuesday February 4th, 2014 Voice…Web…Chat…Social…Mobile…the interaction channels keep piling on. How are companies maintaining an exceptional Omni-channel customer experience within each of these channels and between them? Customers don’t want siloed communications. They demand a single continuous conversation with the companies they do business with. The businesses that will win will make the most of “each business moment” or “moments of truth” – engaging each customer with the right information, right resource and right channel to drive sales and profits, and ultimately a higher NPS. • Knowing who someone is when they reach a contact center (e.g. via a database dip via contact center software to existing CRM systems) • Servicing them according to their preferred channel (e.g. confirming an order via a text message) • Routing them to the agent or business worker who can best help them (e.g. a bank’s high net-worth client routed to her advisor bypassing the IVR or routing a patient to their “Health Concierge”) • Maintaining context as customers switch between channels (e.g. should a gold customer who has been chatting on a website ready to buy have to enter a “dumb” IVR when they want to engage the company via the company’s mobile app?) Mobile has presented an additional layer where all of these channels actually converge, with the mobile device providing an entry point to multiple channels. Customers can opt for self-service or assisted service and don’t distinguish between the touch points. With mobile, the expectation is that companies know who we are and where we have been as soon as we engage – a true cross-channel, continuous conversation between company and customer. Ian Jacobs Customer Experience Evangelist Genesys Bruce Withers Vice President and Product Manager Retail Mobile Wells Fargo David Geppert Senior Vice President, Engagement Services Cengage Learning www.execsintheknow.com 3 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego February 3-5th, 2014 Day 1 Agenda Main Conference 2:15pm-3:15pm Customer Experience Meet-Ups Tuesday February 4th, 2014 Select from one of the topics below and join the moderator led conversation to share ideas and experiences with like-minded peers in Customer Experience. Session: TBA Session: Why Do We Hurt the Ones We Love? Customer Service Costs and Customer Retention Profits in an Omni-Channel World Facilitated by: Synopsis… Organizations strive to delight customers, but cross-channel interactions, organizational challenges, and hidden profits and losses stifle innovations in customer experience and hurt customers. What are your customer experience life cycles across channels, and what are your profits and losses of customer pleasures and pains? Join the discussion as we explore dreams and realities in Omni-Channel Customer eXperience. Wes Hayden CEO Virtual Hold Technology® Facilitated by: Andy Middleton Solutions Director Customer eXperience Management (CXM) Performance Technology Partners (PTP) Session: How to Build The Social Customer Service Business Case Synopsis… Today, 1 out of 5 consumers[1] is using social media to communicate with customer service. Many leading customer service organizations realize the importance (and power) of social media. However, organizations are still struggling with the business case for Social Customer Service. This is understandable given that integrating social media in your customer service is no easy task, and requires financial and human resources. So how do you go about building the right strategy for Social Customer Service? You need an integrated customer service strategy (that leverages social media) to match your company’s business needs and goals. In this session, we’ll explore the are three major objectives that companies should consider for leveraging social media in their customer service organization in order to build a strong business case and exceed customer service goals. Facilitated by: Session: TBA Synopsis… TBA Facilitated by: Jason Woo Senior Product Marketing Manager LiveOps [1] TBA Middleton Andy Solutions Director Customer eXperience Management (CXM) Performance Technology Partners (PTP) American Express Customer Service Barometer www.execsintheknow.com 4 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego February 3-5th, 2014 Day 1 Agenda Main Conference 3:15pm-3:30pm Networking Break 3:30pm-5:00pm Keeping Service in “Self – Service” Tuesday February 4th, 2014 A highly engaging group exercise where 4 teams will challenge one another to create the best Customer Support Strategy for a self-service kiosk. With the collective knowledge and experience of your group; you will discuss, debate and formulate a strategy to select and integrate new channels that will drive the highest customer satisfaction, loyalty and ROI for our self-service kiosk. Outcomes • Reinforce the importance of knowing your customer in order to define your Customer Support Strategy • Determine the service opportunities and gaps from the eyes of your customer • Develop possible support strategies that are available within new emerging channels • Prioritize channel selection to deliver the highest customer satisfaction, loyalty and ROI Maria Stipp Chief New Venture Officer ecoATM 5:00pm-7:00pm Kathryn McGavick Corporate Vice President, Customer Support Outerwall Speed Dating A fun and interactive environment where attendees and leading industry business partners connect to help identify needs and service offerings to meet the demands of the Connected Consumer. 7:00pm-10:00pm Networking evening www.execsintheknow.com 5 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego February 3-5th, 2014 Agenda Main Conference 9:00am-10:00am Shifting Culture and Strategy to Ensure Customer Success. Day 2 Wednesday February 5th, 2014 Nationwide, a Fortune 100 company, operates in an increasingly competitive insurance and financial services industry. To stand apart from the competition, Nationwide focuses on providing each member with an exceptional customer experience. Vice President, Chief Customer Advocate, Jasmine Green serves as a champion for customers across the entire range of Nationwide’s business lines. She has worked tirelessly to ensure that the company delivers its On Your Side® promise with every customer interaction. Jasmine will discuss: • Customer Centricity at Nationwide F Based upon our corporate strategy and mutual heritage (Murray Lincoln, Relationship-based company) F Associates (education & training, On Your Side® Actions) F Members (On Your Side® Pledge) • Creating strategies to increase associate recognition in the area of customer advocacy F Associates (I Care and Bravo) • Driving Business Value Through Customer Experience F Acting on and incorporating Customer Feedback (Gallup, CEM, Vendor Data, Top 5 Opportunities and Challenges) F The importance of building partnerships with business units to help enhance customer service F Collaborating with business units to improve service recovery F Social Media - Management and Response - Incorporating feedback from social • Success Stories to Demonstrate the On Your Side® customer promise Jasmine Green Vice President, Chief Customer Advocate Nationwide Insurance 10:00am-11:00am Crafting Global Customer Service Strategies An interactive discussion about developing international customer service strategies that leverage technology and personalization to execute locally from a central planning organization. Multi-modal customer service provides increased opportunities to get closer to consumers, with segmented service models that engender loyalty. Dan Balistierri Vice President, Global Service & Experience MasterCard Worldwide 11:00am-11:30am Networking Break www.execsintheknow.com 6 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego February 3-5th, 2014 Day 2 Agenda Main Conference 11:30am-12:30pm Building A Next Gen Customer Service Model Wednesday February 5th, 2014 No doubt, customers are more empowered, connected and demanding than ever before. They contact you via twice as many channels, want a response in half the time and your company is expecting you to deliver it all at a third less the cost. How are you going to scale to meet these demands while retaining a satisfied and loyal customer? Join our panel as we discuss the customer service model of the future and how social technologies can be used to play offense and not defense. We will envision a 2017 model that ponders: • What % of contact will come through what channels • What the agent of the future looks like • How to leverage the power of the crowd • What is the role of community and trusted content Panel Moderator - Katy Keim CMO Lithium Phil Petescia VP of Customer Service Sony Chris Purpura VP of Member Care HauteLook Georgia Eddleman Little VP Customer Care ADT Fire & Security 12:30pm-1:30pm Lunch 1:30pm-2:30pm ulti-Channel vs. Omni-Channel – What is the difference and what is M the impact to your customer care strategies? • The definition of Omni channel (OC) • The challenges of implementing a OC strategy • The customers’ expectation of the OC experience? • How do you organize your business processes to satisfy that desired experience? Panel Moderator - Bruce Pollock VP Strategic Growth and Planning West Interactive Panel continues on page 8 www.execsintheknow.com 7 Customer Response Summit San Diego Manchester Grand Hyatt, San Diego Agenda February 3-5th, 2014 Day 2 Main Conference Wednesday February 5th, 2014 Jeff Mango Vice President - Consumer and Business Intelligence Verizon Andrew Pine General Manager, Customer Relations Porsche Cars North America 2:30pm-3:30pm Best Practices for Customer Experience Design Hear and engage with our Customer Experience Design experts on topics like: • The importance of a customer experience vision • Using VoC data & operational data to prioritize design efforts • Mapping the customer experience journey • Using employee and customer co-creation in design efforts • Predicting and measuring effects of design efforts Panel Moderator - TBA Dann Allen Vice President, Customer Experience Management Bank of the West Peter Andrews Vice President, Global Customer Operations Hotels.com Expedia Jim Ferron Customer Experience Executive Nintendo www.execsintheknow.com 8
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